Investment Fund Salesperson

vor 23 Stunden

Zurich, Schweiz UBS Vollzeit

Switzerland - Zürich
- Portfolio and fund management, Sales
- Global Wealth Management

**Job Reference #**
- 255920BR

**City**
- Zürich

**Job Type**
- Full Time

**Your role**
- Are you passionate about the financial markets? Can you effectively convey your expertise and fascination? We are looking for someone who can help us:
- provide first-class advise on the entire range of investment funds across asset classes through various internal communication platforms & desk meetings and direct client meetings
- translate UBS House Views into actionable recommendations for client facing Portfolio Specialists and ultimately Client Advisors
- lead communication concepts for product rollouts and their execution including new launches
- deliver high quality sales stories and switch recommendations in a consistent fashion
- screen the books for new opportunities and develop a pipeline
- lead and develop new client experience pieces
- collaborate closely with peers in Investment Management and selectively with other Investment Products and Services units
- act as center of competence for investment fund related questions

**Your team**
- You will be part of an international team working closely with Portfolio Specialists, UBS CIO WM, Fund Research, UBS Asset Management and external Fund providers globally. Our value proposition “We partner with sales managers, market heads, client advisors and clients to provide best in class advice on investment funds”.
- The Funds Specialists team drives the fund activities across all client segments and supports client advisors and clients to improve portfolio quality in contracted and non-contracted advisory.
- Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

**Your expertise**
- a Bachelor or Master degree of a University or University of Applied Sciences
- genuine interest in capital markets and financial products
- already gained at least five years of experience in wealth/asset management
- a proven track record of driving sales and marketing of financial products
- In-depth IT user skills (i.e. PowerPoint, Excel)
- an excellent communicator and presenter with strong persuasive and rhetorical skills
- composed and always professional (but you have the human touch)
- fluent in German and English with any additional European language would be an asset

**About us**
- UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions AG
- UBS Recruiting

**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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